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SHELTERED GARDEN FINANCIAL GROUP LLC
CRD 335217
85 SWANSON ROAD, SUITE 294, BOXBOROUGH, MA, 01719, United States
Phone
978-496-6106
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.6M
Discretionary AUM
$3.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INVESTMENT CONSULTING SERVICES
All web addresses on file
Official SEC filing: View on IAPD